Northern Chapter VSCPA - Event Information

Event Name:Accounting Trends/Personal Financial Planning
Event Type(s):Special Interest Group Event
Description:Topic:  Personal Financial Planning

Join us on February 7 at 5:30PM at Wells Fargo 1753 Pinnacle Dr, McLean 22102 for our first personal financial planning sub group meeting.  Our panel, Jim Simos, Terry Jones and Robin Gordon will discuss different business models for introducing/maintaining a personal financial planning practice with your current practice.  Jim Simos teaches certified financial planning at UVA, Terry Jones is a CPA/PFS in Falls Church who manages investments and Robin Gordon is a CPA/PFS in Arlington who is a fee based only financial planner.  We are interested in providing relevant topics and speakers to help CPAs integrating personal financial planning.  We want your input.  We are also want to know the best time and place to have our bi-monthly meetings.  2 hour CPE is provided.  

Event Date:02-07-18
Event Time:05:30 PM - 07:15 PM
Location:Wells Fargo
1753 Pinnacle Drive
3rd Floor - Dominion Room
McLean, VA 22102

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Contact Person:Gary Brooks
(phone: 703-507-1072)
Details:Eligible for 2 CPE. 
Please try to arrive a few minutes early
Free parking!

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